Associate Adviser or Snr Client Services Officer - Wealth Management
International Search Partners – Canberra ACT
We are looking for an ambitiousAssociate Adviserto join an established and successful Wealth Management and Accounting Practice for their team in Canberra. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams and their clients.
This is the great opportunity for a driven professional who is keen to progress in their Wealth Management career. The practice will provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser. With a large client base, there is a unique opportunity to inherit a client portfolio over time, allowing you to transition across into an Adviser role.
Key responsibilities will include:
Support the Advisers in the delivery of holistic and strategic financial planning and investment advice, including Superannuation & Retirement Planning, Investments, Cash flow & Financial Modelling, Personal Insurance, and Estate Planning.
Attend and take part in client meetings alongside the Advisers.
Coordinate and complete pre and post meeting action items and tasks.
Preparation of Records of Advice (ROAs), strategy documents and financial documents.
Act as the initial point of contact for all client queries and ensure exceptional client service is provided at all times.
Establish and maintain positive relationships with clients, colleagues and stakeholders.
We are ideally seeking:
A minimum of eighteen months industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
Strong technical skills with an excellent understanding of Retirement Planning, Financial Modelling, Superannuation and Investments.
Relevant industry qualification such as an undergraduate degree in Business, Economics, Commerce, or a Diploma of Financial Planning.
Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.
Solid organizational skills, excellent attention to detail, and a genuine desire to deliver exceptional service to clients.
Benefits will include:
A competitive salary package including bonus potential and other incentives.
Extensive mentoring, support, and professional development as you progress toward becoming an Adviser.
Hybrid working arrangement, flexibility and compressed work hours.
Supportive and inclusive professional environment, with promotional opportunities.
This is a great opportunity within a reputable and successful practice providing a long term opportunity and career progression.
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Associate Adviser or Snr Client Services Officer - Wealth Management in Canberra employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
